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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,439 | $104,544+54.4% | $76,657+110.6% | $152,897+5.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 7.08% | 1014.36%-1007.3pp | 1166.74%-1159.7pp | 345.43%-338.4pp |
| Employer contribution / active EE | $10,000 | $3,118+220.7% | $2,303+334.3% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,335-100.0% | $5,851-100.0% |
| Admin fee / account holder | $50,533 | $12,286+311.3% | $6,423+686.8% | $11,599+335.7% |